<aside> đź“Ś This is the Data Dictionary, a document designed to track the various data elements, both standard and custom, for a Salesforce environment. This document can also be used to establish a governance program, setting the standard for what data elements can be used for, how reporting should work, and much more.
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<aside> 💡 To add a new object, simply click the “Add a XX Object” button.
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| Field Label | API | Type | Description | Standard/Custom | Sample Value/Format | Comments |
|---|---|---|---|---|---|---|
| Account Name | Name | Name | The name of the account | Standard | ACME Inc | |
| Account Number | AccountNumber | Text(40) | A standard field to track the record | Standard | ACC-0000001 | |
| Account Owner | OwnerId | Lookup(User) | The owner of an Account record | Standard | USERID | |
| Account Site | Site | Text(80) | Used for when an Account has multiple locations | Standard | Headquarter | |
| Account Source | AccountSource | Picklist | The source of the Account | Standard | LinkedIn, Purchased List | |
| Anual Revenue | AnnualRevenue | Currency(18,0) | The revenue of an Account over a fiscal year | Standard | $18,000,000.00 | |
| Billing Address | BillingAddress | Address | The billing address | Standard | 25 Main St., New York City, New York 11111 | |
| Clean Status | CleanStatus | Picklist | Used to evaluate data quality | Standard | Not Compared | |
| Created By | CreatedById | Lookup(User) | The user that created the Account record | Standard | USERID | |
| Description | Description | Long Text Area(32000) | A description of the Account | Standard | “Headquarters for ACME Inc, an explosives manufacturing organization” | |
| Employees | NumberOfEmployees | Number(8,0) | The number of employees an Account employees | Standard | 4,000 | |
| Industry | Industry | Picklist | The Industry an Account falls in | Standard | Telecommunications | |
| Last Modified By | LastModifiedBy | Lookup(User) | The user that made the latest modification to a record | Standard | USERID | |
| NAICS Code | NaicsCode | Text(8) | The NAICS code category the Account record falls in | Standard | 441 | |
| Parent Account | ParentId | Hierarchy | This is a lookup to another account record and indicates that this account record is part of a larger organization | Standard | ACME Inc | |
| Phone | Phone | Phone | This is the phone number for the account and is usually a publicly accessible number, such as a support or HQ | Standard | 1-800-555-5559 | |
| Shipping Address | ShippingAddress | Address | This is the shipping address of the account record | Standard | 25 Main St., New York City, New York 11111 | |
| SIC Code | Sic | Text(20) | SIC is the Standard Industrial Classification system used to represent different industries | Standard | 200 | |
| SIC Description | SicDesc | Text(80) | The description of the SIC Code | Standard | Agriculture | |
| Type | Type | Picklist | The type of account as it pertains to your org | Standard | Prospect, Competitor, Customer | |
| Website | Website | URL(255) | The public website for the account | Standard | https://www.google.com |
| Field Label | API | Type | Description | Standard/Custom | Sample Value/Format | Comments |
|---|---|---|---|---|---|---|
| Account Name | AccountId | Lookup(Account) | The account record this contact belongs to | Standard | ACCOUNTID | |
| Birthdate | Birthdate | Date | The date of birth of the contact | Standard | 1/22/1980 | |
| Clean Status | CleanStatus | Picklist | Used to evaluate data quality | Standard | Not Compared | |
| Contact Owner | OwnerId | Lookup(User) | The owner of the contact | Standard | USERID | |
| Created By | CreatedById | Lookup(User) | The users that created the contact record | Standard | USERID | |
| Department | Department | Text(80) | The department the Contact works in | Standard | Operations, Sales | |
| Description | Description | Long Text Area(32000) | A description of the Contact | Standard | “This individual runs the Operations department of ACME Inc.” | |
| Do Not Call | DoNotCall | Checkbox | Used to filter out those contacts that request no contact | Standard | TRUE | |
| The email address of the contact | Standard | [email protected] | ||||
| Email Opt Out | HasOptedOutOfEmail | Checkbox | This indicates a user has elected to not receive emails | Standard | TRUE | |
| Last Modified By | LastModifiedBy | Lookup(User) | The user that last edited the record | Standard | USERID | |
| Lead Source | LeadSource | Picklist | The source which provided the lead | Standard | Webinar | |
| Mailing Address | MailingAddress | Address | The mailing address of the account record | Standard | 25 Main St., New York City, New York 11111 | |
| Mobile | MobilePhone | Phone | The mobile phone number of the contact record | Standard | 555-555-5559 | |
| Name | Name | Name | The name of the contact record | Standard | George Lopez | |
| Other Address | OtherAddress | Address | An alternate address for the contact record | Standard | 114 Left Lane, Newark, NJ 07101 | |
| Other Phone | OtherPhone | Phone | An alternate phone number for the contact record | Standard | 555-555-5589 | |
| Phone | Phone | Phone | The primary phone number for the contact record | Standard | 555-555-5588 | |
| Pronouns | Pronouns | Picklist | The identified pronoun of the contact | Standard | He/Him | |
| Reports To | ReportsToId | Lookup(Contact) | The contact this individual reports to | Standard | Jessica Simon | |
| Title | Title | Text(128) | The professional title of the contact record | Standard | Vice President, Sales |
| Field Label | API | Type | Description | Standard/Custom | Sample Value/Format | Comments |
|---|---|---|---|---|---|---|
| Address | Address | Address | The physical address of the lead | Standard | 114 Left Lane, Newark, NJ 07101 | |
| Annual Revenue | AnnualRevenue | Currency(18,0) | The annual revenue of the previous FY | Standard | $105,000,000.00 | |
| Clean Status | CleanStatus | Picklist | Used to evaluate data quality | Standard | Not Compared | |
| Company | Company | Text(255) | The name of the company | Standard | ACME Inc | |
| Created By | CreatedById | Lookup(User) | The users that created the lead record | Standard | USERID | |
| Description | Description | Long Text Area(32000) | A description of the lead | Standard | “This lead was generated from the trade show and is interested in X product” | |
| Do Not Call | DoNotCall | Checkbox | This indicates the lead has requested to not be contacted | Standard | TRUE | |
| The primary email address for the lead | Standard | [email protected] | ||||
| Industry | Industry | Picklist | The industry the lead is in | Standard | Higher Education | |
| Last Modified By | LastModifiedBy | Lookup(User) | The user that last edited the record | Standard | USERID | |
| Lead Owner | OwnerId | Lookup(User,Group) | The user or group that currently owns the Lead record | Standard | USERID / GROUPID | |
| Lead Source | LeadSource | Picklist | The source of the lead | Standard | Tradeshow | |
| Lead Status | Status | Picklist | The current status of the lead | Standard | Accepted | |
| Mobile | MobilePhone | Phone | The mobile phone number of the lead | Standard | 555-555-5558 | |
| Name | Name | Name | The name of the lead | Standard | Jessi Ortiz | |
| No. of Employees | NumberOfEmployees | Number(8,0) | The number of employees the lead’s company employs | Standard | 8,000 | |
| Phone | Phone | Phone | The primary phone number for the lead | Standard | 555-555-5557 | |
| Pronouns | Pronouns | Picklist | The identified pronoun of the lead | Standard | He/Him | |
| Rating | Rating | Picklist | The rating of the lead | Standard | Hot, Warm, Cold | |
| Title | Title | Text(128) | The professional title of the lead | Standard | ||
| Website | Website | URL(255) | The website of the lead’s company | Standard | https://www.facebook.com |
| Field Label | API | Type | Description | Standard/Custom | Sample Value/Format | Comments |
|---|---|---|---|---|---|---|
| Account | AccountId | Lookup(Account) | The account record this opportunity belongs to | Standard | ACCOUNTID | |
| Amount | Amount | Currency(16,2) | The amount of revenue this Opportunity is worth | Standard | $175,000.00 | |
| Close Date | CloseDate | Date | The date this opportunity is expected to close | Standard | 1/22/2023 | |
| Created By | CreatedById | Lookup(User) | The users that created the opportunity record | Standard | USERID | |
| Description | Description | Long Text Area(32000) | A description of the opportunity | Standard | “This opportunity is for x amount of cartoon explosives for ACME Inc” | |
| Expected Revenue | ExpectedRevenue | Currency(16,2) | The Amount * Probability. |
Standard | $50,000 | |
| Forecast Category | ForecastCategoryName | Picklist | The category this opportunity is forecasted in | Standard | Pipeline, Expect, Commit | |
| Last Modified By | LastModifiedBy | Lookup(User) | The user that last edited the record | Standard | USERID | |
| Lead Source | LeadSource | Picklist | The source of the opportunity | Standard | Tradeshow | |
| Next Step | NextStep | Text(255) | This provides a quick description of what is up next for each deal in the pipeline | Standard | “Contracts discussion with customer” | |
| Opportunity Name | Name | Text(120) | The name of the opportunity | Standard | ACME - Cartoon Services | |
| Opportunity Owner | OwnerId | Lookup(User) | The user that currently owns the opportunity record | Standard | USERID | |
| Opportunity Score | IqScore | Number(9,0) | The score of the opportunity for orgs using Einstein scoring | Standard | 97 | |
| Price Book | Pricebook2Id | Lookup(Price Book) | The price book used for this opportunity | Standard | RECORDID | |
| Primary Campaign Source | CampaignId | Lookup(Campaign) | The marketing campaign that influenced this opportunity the most | Standard | CAMPAIGN RECORDID | |
| Private | IsPrivate | Checkbox | Used to manage visibility criteria for sensitive opportunities | Standard | TRUE | |
| Probability (%) | Probability | Percent(3,0) | The probability that an opportunity will close. This is tied to the stage of the Opportunity. | Standard | 60% | |
| Stage | StageName | Picklist | The stage of the opportunity | Standard | Qualification, Negotiation | |
| Type | Type | Picklist | The type of opportunity | Standard | New Customer, Upsell, Renewal |
| Field Label | API | Type | Description | Standard/Custom | Sample Value/Format | Comments |
|---|---|---|---|---|---|---|
| Active | IsActive | Checkbox | Designates whether the user record is active. If unchecked, the user will not be able to log into this account. | Standard | TRUE | |
| Address | Address | Address | The primary address for the user | Standard | 114 Left Lane, Newark, NJ 07101 | |
| Alias | Alias | Text(8) | Auto-generated alias for the user. This is a shortened version of their usersname. | Standard | cmayn | |
| Allow Forecasting | ForecastEnabled | Checkbox | This allows a user to forecast | Standard | TRUE | |
| Contact | ContactId | Lookup(Contact) | The associated contact record for this user | Standard | CONTACTID | This is often used when internal users need to be associated to records, such as contacts being assigned to projects, etc. |
| Delegated Approver | DelegatedApproverId | Lookup(User,Group) | The user or group that is authorized to approve records on behalf of this user | Standard | USERID / GROUPID | Typically used when a user goes on PTO or is Out of Office |
| Department | Department | Text(80) | The department a user belongs to | Standard | Enterprise Sales | |
| Division | Division | Text(80) | The division a user belongs to | Standard | Sales | |
| Language | LanguageLocaleKey | Picklist | The primary language for the user | Standard | English (EN) | |
| Manager | ManagerId | Hierarchy | This is a lookup to another users that indicates the manager for this user | Standard | Laura Phillis | |
| Name | Name | Name | The name of this user | Standard | Ricky Bobby | |
| Phone | Phone | Phone | The primary phone for this user | Standard | 555-555-5588 | |
| Profile | ProfileId | Lookup(Profile) | The profile for this user. | Standard | System Administrator | |
| Role | User | Lookup(Role) | The role for this user | Standard | Chief Financial Officer | |
| Time Zone | TimeZoneSidKey | Picklist | The time zone the user is located in | Standard | Eastern Standard | |
| Title | Title | Text(80) | The title of the user | Standard | Business Operations Manager | |
| Username | Username | Text(80) | The unique username for this user. Has to be in the format of an email address | Standard | [email protected] |